{"id":4267478,"url":"https://alion.io/job/atomos-client-administrator-london","title":"Client Administrator - London","company":{"id":693125,"name":"atomos","domain":"atomos.co.uk","url":"https://alion.io/company/atomos-2","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Teamtailor","truth_index":null},"role":"Administrative","role_family":"Administrative","seniority":"junior","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":["London, United Kingdom"],"countries":["GB"],"hiring_countries":["GB"],"hiring_countries_total":1,"salary":null,"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-08-21T13:58:27Z","employer_posted_date":"2026-08-21","last_verified_at":"2026-11-13T16:50:14Z","board_verified":true,"closed_at":null,"days_open":84,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":84},"description":"Career\nWe're looking for a highly skilled Financial Planning Administrator who takes pride in creating seamless client journeys and becoming an indispensable partner to advisers and clients alike. You will have 2+ years' experience supporting advisers and clients. You have a strong understanding of financial planning products and processes, thrive in a fast-paced setting, and take pride in delivering exceptional client service.\nThis role is ideal for a high-performing Financial Planning Administrator who enjoys being at the heart of client delivery, values quality over simply processing tasks, and is looking for an environment where their expertise, judgement and contribution will genuinely be valued. If you're someone who enjoys staying one step ahead, loves problem-solving, and takes pride in delivering exceptional service, we'd love to hear from you.\nAbout the role\nAs a key member of the team, you'll manage the administrative processes that underpin the delivery of professional financial advice, ensuring every client interaction is supported by accurate, timely, and efficient administration.\nYou'll be the engine behind a seamless client journey, helping advisers stay focused on building relationships and delivering advice, while ensuring all client servicing activities are completed to the highest standard.\nAccountabilities\nEnsure all client reviews are supported by suitability reports and required documentation, proactively monitoring progress and escalating outstanding cases where required.\n\nMaintain client records within Xplan, ensuring all information is accurate, up to date, and compliant.\n\nKeep client files organised, complete, and audit-ready at all times.\n\nSupport Financial Planners with annual review scheduling, meeting preparation, client segmentation activities, and service delivery requirements.\n\nBuild strong relationships with clients and Financial Planners, ensuring all post-meeting actions are completed accurately and within agreed service levels.\n\nSkills and Experience\n2+ years' experience in a Financial Planning Administrator role.\n\nGood knowledge of financial planning products, including pensions, investments, and protection.\n\nHighly organised, with strong prioritisation skills and the ability to manage multiple tasks effectively.\n\nExcellent attention to detail and commitment to accuracy.\n\nStrong written and verbal communication skills, with a professional and client-centric approach.\n\nComfortable working with modern technology, cloud-based systems, and AI-enabled tools to improve efficiency and client outcomes.\n\nBenefits\nCompetitive pension scheme - we contribute 6%, you contribute 3%.\n\n26 days annual leave plus bank holidays.\n\nPrivate Medical Insurance.\n\nLife Assurance (4x salary).\n\nGroup Income Protection.\n\nWork From Anywhere policy.\n\nOur agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.","description_format":"text","description_chars":2952,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Annual leave","Health insurance"],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-13T16:50:14Z"}],"visa":[{"country":"GB","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"Licensed UK visa sponsor (Skilled Worker)","filings_12m":null,"filings_prev_12m":null,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":"Skilled Worker","cap_exempt":false,"checked_at":"2026-11-13T08:07:55+00:00","sources":["UK Home Office: register of licensed sponsors (workers)"],"filings_for_role_12m":0}],"liveness":{"score":23,"band":"cold","label":"Long shot","p_open":1,"p_active":0.646,"p_room":0.36,"age_days":84,"expected_fill_days":54,"reasons":["conf:3","win:tail","crowd:junior"],"computed_at":"2026-11-13T20:16:39Z"},"pay":null,"html_url":"https://alion.io/job/atomos-client-administrator-london","json_url":"https://alion.io/job/atomos-client-administrator-london.json","meta":{"generated_at":"2026-11-13T20:16:39Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":40433,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":693125},"rest":"https://alion.io/mcp/rest/get_company?id=693125"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fatomos-client-administrator-london"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fatomos-client-administrator-london"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fatomos-client-administrator-london"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/atomos-client-administrator-london\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fatomos-client-administrator-london"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4267478}},{"tool":"search_jobs","arguments":{"company":"atomos.co.uk","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4267478},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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